# The NVIDIA rally yesterday and Kevin Warsh's speech today Page: https://stenobird.com/podcast/moving-markets-5478198/the-nvidia-rally-yesterday-and-kevin-warsh-s-speech-today Text version: https://stenobird.com/podcast/moving-markets-5478198/the-nvidia-rally-yesterday-and-kevin-warsh-s-speech-today.md Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198) Published: 2026-08-28T06:55:24+00:00 Episode link: https://share.transistor.fm/s/90b0d736 Audio file: https://media.transistor.fm/90b0d736/3795cb11.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/the-nvidia-rally-yesterday-and-kevin-warsh-s-speech-today Duration seconds: 732 ## Resource NVIDIA added USD 442 billion to its market capitalisation yesterday, with gains spreading beyond chipmakers into software and cybersecurity stocks amid strong earnings releases. Political uncertainty and debt concerns weighed on French markets ahead of the country's first presidential debate yesterday evening. A two-year Japanese government bond auction saw relatively weak demand amid growing expectations of Bank of Japan tightening next month. Reports suggest Venezuela may leave OPEC, potentially weakening the organisation's influence. The focus today is on Kevin Warsh's highly anticipated Jackson Hole speech. What can we learn from past speeches by Fed presidents at Jackson Hole? Tim Gagie, Head of FX Advisory in Geneva, discusses the USD debasement trade and what he is seeing in markets amid widespread claims surrounding the theme. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:06) - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva (11:17) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/the-nvidia-rally-yesterday-and-kevin-warsh-s-speech-today/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/moving-markets-5478198/the-nvidia-rally-yesterday-and-kevin-warsh-s-speech-today.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.